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SIMBA: Identify Invoices Blocked Due to Missing Goods Receipt

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6.0 - Updated on 12-02-2024 by Laura Demers (lbd5392)

5.0 - Updated on 11-18-2024 by Laura Demers (lbd5392)

4.0 - Updated on 11-01-2024 by Laura Demers (lbd5392)

3.0 - Updated on 11-01-2024 by Laura Demers (lbd5392)

2.0 - Updated on 11-01-2024 by Laura Demers (lbd5392)

1.0 - Authored on 09-21-2022 by Laura Demers (lbd5392)

Article Intended For

SIMBA users

Introduction

A goods receipt (GR) actualizes an expense against your budget. Until the goods receipt is completed, the PO line items are reflected as encumbrances against your budget. 

Invoices entered by Purchasing AP against purchase orders are validated as part of SIMBA's three-way match: Quantities and pricing on a PO are compared to quantities indicated on the goods receipt and pricing indicated on the invoice.

When a PO invoice receipt exists without a goods receipt, the vendor invoice is blocked for payment. This block should not be removed until the goods receipt is performed. This article details the steps to run a report to identify invoices already blocked for payment due to a missing goods receipt.  

Note: To identify missing goods receipts, refer to the Identify Missing Goods Receipts or Invoice Receipts KB article.

Article Body

Generating the Blocked Invoice No GR Report

  1. Select the Blocked Invoice No GR Report tile.
    Blocked Invoice No GR Report tile
  2. Click the Settings icon at the top of the report results section.
    Blocked Invoice No GR Report selection criteria section with Settings icon

  3. In the View Settings dialog, choose the business area you want to use when filtering and grouping the report results.
    View Settings dialog
    1. In Columns, select the check box for each desired business area.
    2. Click the OK button.

 

Viewing Report Results

The items listed in the report are invoices that have been blocked for payment due to a missing goods receipt. Click a linked document number to view the document.

report results view

 

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